Jon is a Portfolio Manager in the firm’s North Carolina Office, and serves as the Operating Officer of the Carolinas. Over the last 20 years, Jon has managed multi-asset balanced portfolios for private clients, families, and endowments and foundations. Prior to joining Brown Advisory in 2016, Jon was a First Vice President and Family Wealth Advisor with the Jester Group, a Family Wealth Director practice at Morgan Stanley in Chapel Hill, NC. Jon holds the designation of Certified Financial Planner™ practitioner (CFP®) and earned his Certified Investment Management Analyst (CIMA) designation at The Wharton School, University of Pennsylvania.

Education

  • University of North Carolina at Chapel Hill, BA 

Community Involvement

  • Vice Chair, Orange County Literacy Council Board of Directors
  • Past Member, East Chapel Hill Rotary Club Board of Directors

Certifications

  • ​CFP
  • CIMA

Colleagues

Need help?

Contact Us